A Partner Practice of St. James's Place Wealth Management

Tulloch Wealth Management Limited

Samantha Tulloch

DipPFS BA(Hons)
I have a simple function, to make finance understandable, provide an exceptional service, and ensure I always fully understand the needs and desires of my clients. My clients tell me that I am approachable, provide clear targeted advice and all in a professional manner.

About

After 20 years of working within financial services for some of the worlds largest institutions both in the UK and Offshore, my experience has shown me that first class customer service is of paramount importance.

The essence of my business is to provide personal and tailor made wealth management advice, whilst always applying the four pillars of my business: first class service, honesty, integrity and professionalism.

My philosophy of treating clients as individuals is one of the key drivers for my business. This is why my clients stay with me, and why so much of my new business comes from recommendations and referrals.

Specialties: My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Tulloch Wealth Management was established as a Partner Practice of St. James's Place Wealth Management in 2018.

Prior to this Samantha Tulloch, the Practice's Principal, had been advising clients on financial planning matters for over 20 years within the UK and overseas.

Based in the North East, Samantha provides advice to clients through out the United Kingdom.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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I recently retired from my position of almost 40 years. Thanks to Samantha's personal advice and service, my wife and I have maximised my pension benefits and enjoy quality time together. Without this professional and very timely financial guidance we would not have been able to do this and as a res...
Robert Andrew Hymers |Retired, Sunderland

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Tulloch Wealth Management Limited is registered in England and Wales, Number 12103997. Registered Office: 68 Willoughby Park, Alnwick, Northumberland, NE66 1ET.